melanie.wawryk

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  1. 406 votes
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      198 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
    • 112 votes
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        Collecting comments  ·  42 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
      • 9 votes
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          Collecting comments  ·  3 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
          melanie.wawryk commented  · 

          We can do most of this with Macros and an email template but can't get it to include a list of past events the member has attended or any custom fields. The information is in the database so it should be easy to pull out.

          For example and email template like this mostly works:
          Confirmation of Membership and Activities
          This is to confirm that {Contact_First_Name} {Contact_Last_Name} is an/a {Member_Status} {Member_Level} member in good standing with {Organization_Name}.
          Date Joined: {Member_Since}

          Next Renewal Date: {Member_Upcoming_Renewal_Date}

          Association Activity: {Awards} (custom field does not work)

          During that time {Contact_First_Name} has attended the following event(s):

          {Event_Title} - {Event_Location} - {Event_Date} (does not list all the events the person has attended)

          If we could get the email template to work that would be the first step. Allowing the user to generate the email from a button would be fantastic.

          I also thought that members would be able to see a list of their past events on their information page but haven't found the functionality yet.

          melanie.wawryk supported this idea  · 
        • 142 votes
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            Collecting comments  ·  50 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
          • 106 votes
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              Collecting comments  ·  40 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
              melanie.wawryk commented  · 

              We would like this as well. While we can do this using excel-word route, it takes time. Our current CRM you just print the badges from the event directly so and is cumbersome it is a 30 second process. We need the same thing everyone has been asking for: Name, organization, role, city, Province/State and a logo

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